Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Peabody Investments Corp.Employee Retirement Account Tactical Asset Allocation Moderate | NA | 15.25% | 1.62% | 5.71% | 5.54% | 6.88% | 8.98% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Peabody Investments Corp.Employee Retirement Account Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 15.25 | 1.62 | 5.71 | 5.54 | 6.88 | 8.98 | … | … | 0.17 | 2.11 | 16.36 | -15.77 | 11.45 | 12.79 | 15.54 | -5.34 | 13.02 | 4.57 | 0.57 | 4.65 | 14.98 | 10.85 | 0.23 | 12.66 | 21.22 | 6.44 | 19.46 | 17.03 | 14.16 | 14.54 | 21.63 | 3.46 | 3.08 |
| Sharpe Ratio | NA | -0.39 | -0.27 | 0.18 | 0.32 | NA | NA | … | … | 0.01 | -0.49 | 1.34 | -1.21 | 1.17 | 0.74 | 2.22 | -0.68 | 2.41 | 0.51 | 0.06 | 0.60 | 2.09 | 1.34 | 0.01 | 1.09 | 1.84 | 0.84 | 1.26 | 1.47 | 1.63 | 1.69 | 3.64 | 0.57 | 0.15 |
| Standard Deviation(%) | NA | 9.05 | 11.04 | 12.28 | 10.32 | NA | NA | … | … | 9.80 | 9.17 | 9.02 | 14.18 | 9.76 | 17.01 | 6.36 | 9.73 | 5.14 | 8.48 | 8.91 | 7.73 | 7.16 | 8.05 | 15.36 | 11.53 | 11.50 | 6.52 | 13.04 | 9.37 | 7.35 | 8.06 | 5.76 | 4.12 | 5.29 |
| Draw Down(%) | NA | 7.76 | 17.69 | 20.25 | 20.25 | NA | NA | … | … | 0.91 | 7.76 | 7.36 | 19.81 | 5.29 | 20.25 | 3.37 | 12.13 | 2.47 | 6.77 | 8.98 | 5.88 | 7.21 | 5.49 | 14.24 | 7.78 | 5.88 | 3.60 | 9.85 | 11.12 | 5.20 | 11.15 | 4.26 | 3.07 | 6.63 |
| Yield(%) | NA | 3.90 | 4.09 | 4.14 | 3.64 | NA | NA | … | … | NA | 1.13 | 3.85 | 3.59 | 3.96 | 4.17 | 5.45 | 1.88 | 2.39 | 4.31 | 2.32 | 5.65 | 3.88 | 3.12 | 2.96 | 4.07 | 4.45 | 5.07 | 6.35 | 4.06 | 5.31 | 3.90 | 5.31 | 6.23 | 5.63 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Peabody Investments Corp.Employee Retirement Account Tactical Asset Allocation Moderate |
0.02%
Dec 2021 – Dec 2024 |
2.35%
Mar 2015 – Mar 2020 |
4.57%
Oct 2013 – Oct 2023 |
6.19%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Peabody Investments Corp.Employee Retirement Account Tactical Asset Allocation Moderate |
21.14%
Oct 2004 – Oct 2007 |
17.96%
Oct 2002 – Oct 2007 |
14.53%
Apr 2003 – Apr 2013 |
11.91%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart